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| Happy Holidays!! thanks for using AUM13F!! |
| OMC Financial Services Ltd
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| CRD # | 110528 |
| SEC # | 801-29406 |
| CIK # | 0002026391 |
| AUM | $286.8 M (2025-03-28) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 315-446-8720 |
| Address | 5789 Widewaters Parkway Dewitt, NY 13214 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 33.1 | ||
| Apple Inc | 25.0 | ||
| Mastercard Inc | 20.0 | ||
| VISA Inc | 18.7 | ||
| Microsoft Corp | 12.0 | ||
| SPDR Gold Trust | 10.7 | ||
| AbbVie Inc | 9.6 | ||
| Facebook Inc | 7.0 | ||
| Advanced Micro Devices Inc | 6.9 | ||
| Alphabet Inc | 5.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 93.3 |
| (b) Individuals (high net worth individuals) | 88 | 193.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 585 | 286.8 |
| By Discretionary | ||
| Discretionary | 584 | 286.8 |
| Non-Discretionary | 1 | 0.0 |
| Total | 585 | 286.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 286.8 | |
| Total | 585 | 286.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002026391] |
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|---|---|---|
|
Orser Capital Management LLC
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|
TX | 0.3 |
|
Tate Wealth Management
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|
CA | 0.3 |
|
Siebert Advisornxt LLC
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NY | 0.3 |
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Intrinsic Wealth Counsel Inc
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AZ | 0.3 |
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Belvoir Wealth Management AG
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0.3 | |
|
Model Wealth Inc
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0.3 | |
|
Avondale Wealth Management LLC
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|
TX | 0.3 |
|
Aspen Investment Management Inc
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|
MI | 0.3 |
|
Legacy Financial Advisors Corporation
✚
|
MN | 0.3 |
|
Blue Oak Capital LLC
✚
|
CA | 0.3 |